SugarU Podcast

Show Notes: This episode all about being thankful from the SugarU and SugarClub Teams. Music Reference: Waiting in the Restaurant: Music by Novifi from Pixabay.

Show Notes: How to join in the fun Playing along with us is easy! Here's how it will work: 1.   First things first, make sure you're logged on to SugarClub. Second, click the Turn Blog notifications on button. 2.    As mentioned in the podcast, each day next week (November 18-22), then we'll post on the blog post link below a question or task related to the SugarU Admin Podcast. This is the time to share what you learned and loved over the last 3 ½ years, plus what you look forward to hearing on the podcast in the future. 3.    Be sure to reply to each question or task with #SugarUPodcastPrize. Don't forget, you have until November 22, 2024 at 11:59 PM PT! You'll be entered to win once per task or question you reply to. This is the blog post where the questions will be posted: 50th SugarU Admin Podcast Episode. 4.    Around November 25, 2024, we'll randomly select 3 winners who will each receive an awesome SugarClub t-shirt and mug. We'll email you to let you know you've won. Keep your eyes peeled We'll update this blog post every day from November 18-22 with tasks you should complete to enter. We can't wait for the fun to begin! *No purchase necessary. Void where prohibited. Contest open from November 18, 2024, 12:01 a.m. PT to November 22, 2024, 11:59 p.m. PT. Happy Birthday to You: Music by Music for Video from Pixabay.

Show Notes: In this episode we're going walk how you can see your new module come to life in just minutes and see the impact on your organization using Module Builder.  Module Builder can be used to improve your user's Sugar experience. We review the 4 basic steps to creating a module at a high-level. The links below are discussed in the episode. Best Practices When Building Custom Modules How to Create a New Module in Builder

Show Notes: In this episode we explore SugarPredict and if it's right for your organization. We'll explain what it is, how it can benefit your sales team, how to activate it, set it up, and use SugarPredict. Sugar Predict for Sell User Guide SugarPredict Release Notes The Sugar AI Engine

Show Notes: This episode reviews all the major changes and updates in the Q4 2024 (or version 14.2) Release. There are improvements in Sugar Market, Sugar Sell, Serve, and Enterprise, Cloud Platform, Sugar Connect, and Artificial Intelligence. Additional resource links are provided below. SugarClub's Release Central – specifically for Q4 2024 (October) Release •       Specific Content to prepare you for your next Sugar instance update •       Help Forums •       Product Updates •       Access to Training Videos, Release Notes, Product Guides, and much more.

Show Notes: Poor-quality Sugar data poses significant risks to marketing campaigns and sales initiatives by causing duplicated entries, missing data, inaccurate information, and/or outdated information that reduces engagement with prospects and customers. Without effective cleansing, these challenges escalate, hindering personalization in campaigns and perpetuating issues throughout the customer lifecycle. In this episode, we review four best practices you can implement now to prevent or correct “bad” data.   Gartner research: How to Create a Business Case for Data Quality Improvements Econsultancy: Cost of Bad Data Stats Harvard Business Review: Bad Data Cost the US $3 Trillion Per Year Contact SugarOutfitters

Show Notes: In this episode, we review the benefits of our multi-channel tool that lets your reps communicate with your customers without leaving Sugar. Now, there's one place to call or chat with customers using Amazon Connect. Below are the links mentioned in the podcast episode. Amazon Connect Application Guide for SugarLive (for end-users) Admin Guide for Configuring SugarLive

Show Notes: This first episode in 2024 is all about Sugar New Year's resolution ideas. Level up your new year with several tips to make your Sugar Instance shine and help your users excel. The links below were referenced in this episode.   Release Central (SugarClub) SugarOutfitters Data Quality

Show Note: During the holiday season, this episode focuses on appreciation. In the US, it's Thanksgiving. It is a time that we focus on appreciating our friends and family. But, it should also be a time we start reflecting on the past year and recognize those whom we need to show appreciation.

Show Notes: This episode covers common issues users have and how you can troubleshoot them. Steps and tools that help you troubleshoot. Clearing Browser Cache Performing a Quick Repair & Rebuild Troubleshooting Being Unable to Log In to Sugar

Show Notes: In this Halloween Episode, we'll explore seven things you might now have known you can do to improve your user's experience in Sugar. All the links below are mentioned in the episode. Amazon Web Services Supported Platforms Page Sugar Application Guide – Email Archiving SugarCRM Mobile App DocuSign Documentation DocuSign website License Types Matrix

In this episode, we'll explore what it means to manage users in Sugar. We also provide examples of how to track your user requests in Sugar and how to help your users use Sugar more easily. Users, Teams, and Roles Help Articles

Show Notes: In this episode, we discuss SugarClub with our special guest, Alex Nassi, SugarCRM's Digital CX Operations Director. Alex discussed the following topics: Why use SugarClub, Updates and upgrades, What's coming in the future, and How to get involved in a community. He also shares his experience at a recent conference with other community managers. He encourages listeners to get involved in the SugarClub community and promotes creating your own communities within your organization. Contact SugarClub if you want help creating a community site at your organization (see email below). Here are additional links discussed in this podcast episode for your reference: SugarClub Update and Upgrade SugarClub Help Navigating the SugarClub Site Community Quick Start Guide SugarCRM Support Page Update sugarclub@sugarcrm.com to contact the SugarClub Team

Show Notes: This episode provides an overview of version 13.1 or Q3 2023 Release. We review two major changes in this release and supply the links below for more learning. v. 13.1 Release Notes – Sell v. 13.1 Release Notes – Serve What to Expect When Upgrading to 13.1 Tile View Improvements Video Dashboard Filtering Capabilities Video Image of Pipeline Metrics Dashlet

Show Notes: In this SugarU Admins Podcast, we discuss the biggest mistake an admin makes is… Not asking WHY. We answer why it is important and how it helps you as an admin better help your organization.

Show Notes: This episode is for Admins hosting Sugar On-Prem or On-the-Cloud getting ready to upgrade to version 13.0 or Q2 2023 Release. We review what's included in this release to help prepare yourself and your Sugar users for what's changed. Feature Disparity Between 12.3.0 and 13.0.x: For customers who are upgrading to 13.0.x from 12.3.0 Feature Disparity Between 12.0.x and 13.0.x: For customers who are upgrading to 13.0.x from 12.0.x Installation and Upgrade Guide and Migration Guide New Navigation Bar in Sugar Sell, Serve, and Enterprise v. 12.3 Reporting in Sugar Sell & Enterprise in the Q2 2023 Release

Show Notes: In this episode, we review ten posts from SugarClub from last quarter that you don't want to miss.  This episode will hopefully entice you to look at one or all of these post links listed below. Social Club Event: All About Upgrades – SugarCloud & On-site – April 27 at 10:00 Am Eastern Time (US & Canada) Developer Office Hours – Session 9 (April 5 @10 AM Eastern Time (US & Canada) DevClub Calendar SugarOutfitters Blog Post  - How to Reduce Sceen – Switching and Access Tickets Directly from Teams Voice of the Customer: Prioritizing your product :: Marcch 2023 SugarClub's Release Central How to Leverage Custom Reports in Your Sugar Dashboard Sugar Market Updates: A Sweet Release for Market Users – Release Update 23.4 – Report Filter Improvements Virtual Round Table | Introducing Sugar 13.0 – Get more out of your Sugar Platform Webinar on April 19 @ 10 AM London Time Virtual Chat: Get more value from your CRM with the new SugarCRM platform  | Spanish – April 18 @ 10 AM Madrid Time Virtual "Round Table": Increase efficiency and transparency in your business processes with Sugar | German – April 20 @ 2 PM Berlin Time

Show Notes: In this episode, we discuss the new changes in the Q1 2023 or version 12.3 release for Sugar Sell and Server. Wow! The User Interface looks so sweet! Listen for the additional resources available for this release, including the upcoming Release Week on SugarClub starting on January 23rd. Release Notes for Sugar Sell Release Notes for Sugar Serve Link to Q1 2023 Release Week SugarClub page (available on January 23rd)

Show Notes: In this holiday-themed episode, we discuss how to show thankfulness to your customers (an organization's assets) and your valuable employees. Happy Holidays from SugarU!

Show Notes: Presenting online to remote audiences requires different approaches and tools than those for delivering the same slides in person. This session will help you maximize your effectiveness when creating and delivering engaging presentations online to remote audiences. Participants will learn how to: Efficiently outline and prepare content Source and make use of high-quality imagery and other visuals Reduce reliance on text, eliminate bullet points and craft effective headers Make use of online tools and techniques including those in PowerPoint, Zoom, and Teams Set up your presentation space including proper camera placement, lighting, and sound And much more!

Show Notes: In this episode, I'm going to talk about the skills you should look for in a new Sugar Admin. Whether you need to hire another Admin because you're just starting with Sugar or you need a second or third Sugar Admin, hopefully, the skills shared with you in this episode will help you write a job description and interview candidates. Do I Need to Hire a Full Time Administrator for SugarCRM? Blog Article

Show Notes: In this episode, we highlight the GROW Adoption Framework that's available in SugarClub to you identify where you are in your journey and provide guidance and resources to help you advance through each phase. We want to help you get your adoption garden growing! Why Adoption Matters People, Process, & Technology What adoption stage are you in? GROW Adoption Framework Get Help Adoption Discussions

Show Notes: Many customers have asked “So, what's team-based permission, again?” in Sugar and how does it work. This episode explores what team-based permission is and how you might want to use it to help your sales or support teams. We also give an overview of Teams and Roles in conjunction with team-based permissions, since they all work together to create Sugar's robust access control to modules, fields, and records. Understanding Team-based Permissions Administration Guide – Setting Record-Level Permissions Application Guide – Using Team-Based Permissions

Show Notes: In this episode, we discuss how the self-service customer portal is just a part of the solution for your customer experience. We talk about what self-service means to your customer and you and how it can be configured to best meet your ideal customer experience. Sugar Serve Demo (with self-service portal) Quick Video: How to Configure the Self-Service Customer Portal

Show Notes: In this episode, we review 10 posts from SugarClub from last quarter that we don't want you to miss. This episode will hopefully entice you to take a look at one or all of these post links listed below. New Quick Video – Using Advanced Forecasting and Pipeline Analytics in Sugar Sell by Olivia Englehart 6 Successful Tips to Creating an Enticing Marketing Campaign by Lauren King Sugar Connected Virtual Event Series – Now available On Demand New Webinar in June - Accelerate and Automate Sales: Create the Ultimate Sales Plays with CRM NEW Thought-Leadership Podcast Featuring Business Leaders and Their Strategies for Growth WEBINAR: How is CRM software helping leading manufacturers boost productivity? Best practices in data cleansing when you have a large CRM by Adam Franks In Case You Missed Our Q3 2022 (12.1) Dev Webinar posted by Rafael Fernandes Leadership Lounge – How No-Code/ Low-Code Works by Christian Wettre New E-learning course: Quick Start for Salesforce Administrators created by Brie Rowe

Show Notes: In this episode, we explore the improvements and enhancements in the Q3 2022 or version 12.1 release. This is a cloud-only release, but these features will be available for on-premise customers in the next major release. In this podcast episode, we provide only the top or major changes in the release. Please refer to the links below for all the changes available in this release. And, since it's only audio, you'd benefit from watching the SugarU training videos to see the actual changes in Sugar. Sugar Mobile Solutions Guides and Release Notes What's New in the Q3 2022 Sugar Release Training Course (5 product videos) must login to access course Sugar Sell 12.1 Guides and Release Notes Sugar Serve 12.1 Guides and Release Notes What to Expect When Upgrading to 12.1 (Q3 2022) Help Article

In this episode, we talk with Olivia Englehart from SugarU about the Sugar Market and Sugar Sell integration. She explains who, what, when, where, and how to implement these two products together. SugarCRM Services Sugar Market Sugar Sell SugarU Course – How Sugar Market and Sugar Sell Work Together

In this episode, we talk about Hint. What is it? How can it benefit your organization? What you'll need to do to make it work and how your users can use it. It's a great tool to help our users spend more time on what they do best – building customer relationships instead of doing research. Request a Hint Demo Hint Installation and Administration Guide Configure the Hint Logger Turn off Hint Notifications Resync with the Hint Insights Service Uninstall Hint Hint User Guide

Show Notes: In this episode, we speak with Matt Marum about SugarOutfitters. Starting with what SugarOutfitters is, how it can benefit your organization, the kinds of tools available, cost, support, and the difference between our old marketplace and SugarOutfitters. We referenced the links below in the podcast. SugarOutfitters on SugarClub SugarOutfitters New SugarOutfitters Add-ons for April

Show Notes: In this episode, we explore the DocuSign and Cloud Drive integration now in Sugar. Refer to the links below for more information on the step-by-step instruction on how to configure and set up these two integrations referenced in the podcast. Configuring Sugar's DocuSign Connector Integrating the DocuSign for End Users Integrating with Google for Admins Integrating with Google for End Users Integrating with Microsoft Connector for Admin Integrating with Microsoft for End Users Configuring the Cloud Drive Paths

Show Notes: In this Podcast episode, we review the Q2 2022 a.k.a v.12.0 release features and enhancements that affect Sugar Sell, Serve, and Enterprise. We review the top five changes in version 12.0, but all release materials are found in the links below. Q2 2022 (v. 12.0) Release Notes Application Guide Administration Guide Editing Preview View Layouts (role-based and dropdown-field-based layouts) SugarClub Q2 2022 Release Week page Cloud Drive Integration DocuSign Integration What to Expect When Upgrading to 12.0 (Q2 2022) Help Article

Show Notes: In this episode, we recap the last quarter's interesting finds in SugarClub. For the last quarter, there's a ton to talk about. Our community has been busy typing, they are burning up the keyboards and posting new information for the rest of us. Check out the links below referenced in this episode. Product Updates: Sugar Serve Q1 2022 is Live Sugar Sell Q1 2022 is Live Engage News: Introducing Equitable Managed Storage Allocations Four EMEA Customers Who Let the Platform Do the Work Training & Certification: Creating and Using Sugar Reports Live Classes Schedule How to use the Customer Journey Plug-in Sugar News: Ukraine Conflict Crisis New SugarOffitters Marketplace for Add-ons and Integrations Now It's Easier to Grow with SugarCRM: Launching Three Editions to Sugar Sell Event: No Blind Spots: Build the Ultimate Sales Forecast with CRM – April 26

Show Notes: In this podcast episode, we review how to choose the right Sugar Administrator. We started by defining what a Sugar Administrator is, reviewing the qualities of an admin, explaining how many admins are needed, discussing Sugar Care Services, and finally reviewing what you need to do if you're selected as the admin for your organization's instance of Sugar. Use the links for more information concerning the search for your Sugar Administrator. Blog Post: Do I Need to Hire a Full-Time Administrator for SugarCRM? Sugar Care Services Overview contact: sales@sugarcrm.com Live Class Schedule Get Certified! Podcast Feedback: university@sugarcrm.com

**The Customer Journey Plug-in is now named Sugar Automate. (updated 4/8/2022) In this episode, we discuss: · What is the Customer Journey Plug-in (CJP)? · How it benefits your organization. · What you'll have to do, as the Sugar Admin, to make it work in your Sugar Instance? · What are the high-level steps to Creating a Customer Journey Template? Use the links below to help you download, install, activate, and configure the Customer Journey Plug-in. Also, how you can create the Customer Journey Templates and your end-user learn how to use the CJP. Downloads Folder (download the CJP) Installing the CJP Activating the CJP Configuring User Access Creating Customer Journey Templates How to Use the Customer Journey Plug-in (Free e-Learning course for End Users)

Show Notes: In this episode, we have a special guest, Dan Godwin, who will help us understand the SugarCRM Support Team's role and how they can help you. We review the support offerings, holidays, SLAs, the Case Portal, and Bug Tracker. The links below are referenced in the episode to learn a bit more about support. SugarCRM Support Team email: support@sugarcrm.com Main Support Webpage Case Portal Using the Case Portal Sugar Support Offerings Working with Support (Scope, SLAs, & Creating a Case) Support Holidays

This episode talks about the powerful Service Console available to your customer service agents in Sugar Serve. We define what the Service Console is and its basic functionality. And we explain its benefits and how it can improve your Customer Service department's focus on the customer and make sure they are not neglected. How to Configure the Service Console Podcast Feedback: university@sugarcrm.com

Show Notes: In this episode, we discuss the top 5 changes in User Experience for Admins in version 11.3 or Q1 2022 Release. We discuss each new feature and how it can benefit you. Also check out the links below to the associated Release Notes and Product Guides to see other enhancements and new features in other areas of Sugar. v. 11.3 Release Notes for Sell v. 11.3 Release Notes for Serve v. 11.3 Release Notes for Enterprise v. 11.3 Product Guides Podcast Feedback: university@sugarcrm.com

Show notes: This episode reviews the New Calendar (Sidecar Calendar) and Doc Merge that came out in version 11.2 for Sugar Sell and Sugar Serve. The benefits and major features of both features are reviewed. Please use the links below to find more detailed information on how to create a calendar and merge documents. Sidecar Calendar Application Guide (v. 11.3) Sugar Sell Sidecar Calendar Application Guide (11.3) Sugar Serve Understanding Sidecar Calendar vs wCalendar Help Article How to Create a Role to Restrict Users from Deleting and Editing Someone Else's Calendar Sugar Sell 11.3 Release Notes Sugar Serve 11.3 Release Notes Doc Merge Application Guide (v. 11.3) Sugar Sell Doc Merge Application Guide (v. 11.3) Sugar Serve Doc Merge Help Articles SugarClub SugarU Feedback & Questions Email: university@Sugarcrm.com

In this holiday episode, we count down our top 10 favorite tips for Sugar Admins. All the links to each tip are below. Hope you have a wonderful holiday season and see you next year for another season of the SugarU Podcast. SugarU Feedback & Questions Email: university@sugarcrm.com Links to Top 10 Favorite Sugar Admin Tip of 2021: How to Build Dashboards and How Share Dashboards with Others New Calendar Module How to Create Action Buttons in Studio Creating Mailing Labels from Sugar Records Read-Only Field Option Required If Options Call Transcripts and Call Recordings SugarLive in Sugar Portal Floating Action Buttons SugarClub

Show notes: This episode is all about Action Buttons introduced in version 11.1 for Sugar Serve, Sell, and Enterprise. We review the 6 different action button options and provide real-life examples for each. We hope this episode encourages you to think about ways you can use action buttons in your instance of Sugar. SugarU Feedback & Questions Email: university@sugarcrm.com Help Articles: Creating an Action Button: https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Creating_an_Action_Button/ Understanding Action Buttons versus wTools Custom Buttons: https://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Understanding_Action_Buttons_vs_wButtons/ Admin Guide: Configuring Action Buttons: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/Developer_Tools/Studio/Action_Buttons/#Configuring_Action_Buttons Action Button Examples Use Cases: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/Developer_Tools/Studio/Action_Buttons/#Action_Button_Example_Use_Cases

In this episode, we discuss customer service gratitude. We review when and how to demonstrate appreciation for your customers not just during the holiday season but all year around. And we also announce our top five submissions to the SugarU Best Practice Giveaway. SugarU Feedback & Questions Email: university@sugarcrm.com Application Guide Enterprise v. 11.2: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Application_Guide/ Administration Guide Enterprise v. 11.2: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Application_Guide/ Help Articles: https://support.sugarcrm.com/Knowledge_Base/ SugarClub: https://sugarclub.sugarcrm.com/

In this episode, we discuss nine features in your admin toolbox that allow you to configure and customize your instance of Sugar to meet your organization's needs. You have control. These tools are available in the Developer Tools panel to help you configure your instance of Sugar within the user interface (without touching the code) and using the Styleguide to help developers customize your instance in the code. Don't forget about the SugarU Best Practice Giveaway idea here. Win a free SugarU class. Administration Guide: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/ SugarExchange (SugarCRM Marketplace): https://sugarexchange.sugarcrm.com/ SugarLogic Documentation (Building Formulas for Calculated Values, Dependent Values, and Conditional Required Fields): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/Developer_Tools/Studio/Sugar_Logic/

Have you heard of SugarBPM? It's SugarCRM's business process application. In this episode of SugarU Podcast, we discuss what SugarBPM is, the benefits of SugarBPM, and what information to gather when someone approaches you from your organization to create a new workflow. Don't forget about the SugarU Best Practice Giveaway idea here. Win a free SugarU class. SugarU Introduction to SugarBPM live-virtual class: https://university.sugarcrm.com/learn/course/internal/view/classroom/116/introduction-to-sugarbpm Admin Guide>SugarBPM: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Administration_Guide/SugarBPM/ Help Articles about SugarBPM: https://support.sugarcrm.com/Knowledge_Base/SugarBPM/ Completing Assigned Process Tasks (for End-Users): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.2/Ent/Application_Guide/Processes/

In this episode, we talk about SugarClub and what a resource it can be for a new admin. We review the … · 5 ways to get you started using SugarClub, · how to earn points and what you can do with them, · how to engage, learn, and explore SugarClub, and · introduced the Adoption section. SugarClub: https://sugarclub.sugarcrm.com/ SugarClub Site Terms of Use: https://www.sugarcrm.com/legal/terms-of-use/ Submit your Sugar Serve Best Practice Giveaway Idea: https://forms.office.com/r/qW37ecCm2s Skill Builders Learning Plans: https://sugarclub.sugarcrm.com/learn/p/skill_builders SugarClub Points, Achievements, and Badges: https://sugarclub.sugarcrm.com/community-help/w/knowledge-base/82/points-achievements-and-badges

In this episode, we talk about the Sugar Administration Specialist Exam. We review the purpose and benefits, the exam specifics, how to register, how to prepare, and explored the topics and objectives of the exam. Refer to the links below to access more information about all the certification programs, sample exam questions, purchasing the exam, renewing your certification, and deep dive into preparing for the exam. And, don't forget to submit your Sugar Serve Best Practice Giveaway Idea (link below). Submit your Sugar Serve Best Practice Giveaway Idea: https://forms.office.com/r/qW37ecCm2s Sugar Certification Programs: https://university.sugarcrm.com/learn/catalog/view/6 Sample Questions for Admin Specialist Exam: https://university.sugarcrm.com/learn/course/internal/view/elearning/145/sugar-certified-administrator-specialist-sample-questions Purchase Exam: https://university.sugarcrm.com/learn/course/internal/view/elearning/217/certified-sugar-administration-specialist How to Renew Certification Exam video: https://university.sugarcrm.com/share/asset/view/261(sign on to SugarU first to access) Preparing for the Certified Sugar Administration Specialist Exam: https://university.sugarcrm.com/learn/course/146/Preparing%2520for%2520the%2520Certified%2520Sugar%2520Administration%2520Specialist%2520Exam(sign on to SugarU first to access)

In this podcast episode, we review five major features and what you need to configure, set up, or adjusted in Sugar Serve to take advantage of the benefits they offer your end-users. We also are announcing a giveaway in this episode. Listen to find out how you can win a free SugarU class. Below are links mentioned in this podcast episode that you might want to reference for more information. Sugar Serve Best Practice Giveaway Submission: https://forms.gle/YNRoNPtFRQVbARRH9 Console Management (Admin Guide): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Administration_Guide/Console_Management/ Amazon Web Services (Admin Guide): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Administration_Guide/Amazon_Web_Services/ Get Started with Amazon Connect (AWS): https://docs.aws.amazon.com/connect/latest/adminguide/amazon-connect-get-started.html SugarPredict for Serve User Guide: https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarPredict/SugarPredict_User_Guide_for_Sugar_Serve/ Creating a Business Center Administrator: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Administration_Guide/Business_Center_Management/#Creating_a_Business_Center_Administrator Steps to Complete the Case Follow-up Date Management v2: https://support.sugarcrm.com/Knowledge_Base/SugarBPM/Process_Definition_Setup_Case_Follow-Up_Date_Management/#Steps_to_Complete Process Business Rules (Admin Guide): https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Administration_Guide/SugarBPM/Process_Business_Rules/

Show Notes: In this episode, we review the Q3 2021 a.k.a v.11.1 release features and enhancements that affect Sugar Serve. This release is only available for SugarCloud deployments, which means SugarCRM is hosting the instance. Not every single feature and enhancement will be covered, only the most important ones. But, please refer to the links below for all the new release updates and new features. Q3 2021 (v. 11.1) Release Notes: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Sugar_11.1.0_Release_Notes/ Q3 2021 (v. 11.1) Application Guide: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Application_Guide/ Q3 2021 (v. 11.1) Administration Guide: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Serve/Application_Guide/ What to Expect When Upgrading to 11.1 (Q3 2021) Help Article: https://support.sugarcrm.com/Knowledge_Base/Installation_Upgrade/What_to_Expect_When_Upgrading_to_11.1/

Show Notes: For the fifth episode of the SugarU Podcast, we discuss with special guest Brie Rowe the upcoming ClubZone event. We review the what, when, and where of the ClubZone. As, Director of SugarUniversity, Brie is a part of the team helping to plan the event. one of the ones in charge of the event. This free customer event is now accepting pre-registration. Session Dates and Times: APAC: Tuesday, Sept 28 1:00-5:00 PM AEST / 8:30 AM-12:30 PM IST Americas: Wednesday, Sept 29 9:00 AM-1:00 PM PDT / Noon-4:00 PM EDT EMEA: Thursday, Sept 30 Noon-4:00 PM BST /1:00-5:00 PM CEST sugarclub Training & Certification: https://sugarclub.sugarcrm.com/learn Feedback - Email: university@sugarcrm.com ClubZone registration: https://tinyurl.com/xjp3trxp Submit your ideas for ClubZone: https://tinyurl.com/mmf6jwnu

For the fourth episode of the SugarU Podcast, we review several importing of data in Sugar best practice. One of the first challenges in implementing Sugar when moving from a previous CRM system is to migrate your existing data to Sugar. This episode walks through some best practices that you can use to move external data into Sugar. sugarclub Training & Certification: https://sugarclub.sugarcrm.com/learn Feedback - Email: university@sugarcrm.com ImportingDocumentation: https://support.sugarcrm.com/SmartLinks/Application_Guide/Import/ Studio Documentation: https://support.sugarcrm.com/SmartLinks/Administration_Guide/Developer_Tools/Studio/ REST API – Developer Guide Web Services: https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.0/Integration/Web_Services/REST_API/ Migrating Data From a Previous CRM SystemHelp Article: https://support.sugarcrm.com/Knowledge_Base/Getting_Started/Migrating_Data_From_a_Previous_CRM_System/

Show Notes In Episode 3, we review 6 critical configurations to quickly get your team using Sugar. These items are by no means is a comprehensive list. After all, every Sugar implementation is different. One size will never fit all. The idea here is to point you in the right direction for your first steps. 1. Core Settings https://tinyurl.com/4tk5h9nt a. System Settings b. Locale c. Currencies d. Mobile e. Opportunities Configuration f. Outbound Email Settings 2. Create Users, Teams, and Roles Sugar Identity Guide: https://tinyurl.com/hk4aa624 Admin Guide (Users, Teams and Roles): Users: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Sell/Administration_Guide/Users/ Teams: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Sell/Administration_Guide/Team_Management/ Roles: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Sell/Administration_Guide/Role_Management/ Teams and Roles Help Articles: https://support.sugarcrm.com/Knowledge_Base/Users_Teams_Roles/Roles_vs_Teams/ 3. Configure Existing Sugar Modules https://tinyurl.com/p2r5zfvn a. Studio and Dropdown Editor b. Renaming Modules c. Display Modules and Subpanels d. Configure Quick Create Menu 4. Configure New Modules using Module Builder Create a Package: https://youtu.be/Wtt1-BbqLCM Add a Module to a Package: https://youtu.be/bnm7OtLQOho Adding and Changing Fields, Layouts, and Relationships: https://youtu.be/8PE2WKHbmZE Deploying Package: https://youtu.be/o01dofwdTis 5. Import or Migrate Records Importing Records into Sugar video (navigate to the Importing lesson): https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/business_2d00_users_2d00_get_2d00_started_2d00_using_2d00_sugar 6. Create Additional Reports (navigate to the reports lesson): https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/business_2d00_users_2d00_get_2d00_started_2d00_using_2d00_sugar Sugar Reporting Online Class sugarclub GROW Adoption Framework: https://sugarclub.sugarcrm.com/adoption/

Show Notes: Episode 2 is about defining what a Target, Lead, and Contact records are in Sugar sprinkled with best practices and important admin configurations. Hopefully, after listening to this podcast episode you'll have a better understanding of these three modules and how they work together. sugarclub Training & Certification: https://sugarclub.sugarcrm.com/learn Feedback - Email: university@sugarcrm.com SugarPredict for Sell Users Guide: https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarPredict/SugarPredict_User_Guide_for_Sugar_Sell/#Predictive_Insight How to Use Sugar Sell eLearning course: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/how_2d00_to_2d00_use_2d00_sugar_2d00_sell How to Use Sugar Serve eLearning course: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/how_2d00_to_2d00_use_2d00_sugar_2d00_serve Why is the Leads Module Important in Sugar? article: https://sugarclub.sugarcrm.com/learn/w/quick-video-tutorials/437/why-is-the-leads-module-important-in-sugar Recording of Best Practices for Creating, Qualifying, and Converting Leads in Sugar Webinar: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/best_2d00_practices_2d00_for_2d00_creating_2d00_qualifying_2d00_and_2d00_converting_2d00_leads_2d00_in_2d00_sugar